Nutshell MCP server

Connect Nutshell to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Nutshell MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the find leads tool in Nutshell
  • Use the update account tool in Nutshell
  • Use the list products tool in Nutshell
  • Use the create account tool in Nutshell
  • Use the search crm tool in Nutshell
  • Use the find contacts tool in Nutshell

Supported Tools

find_leads

Find Leads

Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.

update_account

Update Account

Update an existing account (company) in Nutshell CRM. Provide the account ID and the fields to update. The current revision is fetched automatically for concurrency control.

list_products

List Products

List products available in Nutshell CRM. Products can be associated with leads to track what is being sold.

create_account

Create Account

Create a new account (company) in Nutshell CRM. Accounts can be linked to contacts and leads. Supports URLs, phone numbers, addresses, industry, and custom fields.

search_crm

Search CRM

Perform a universal search across all entity types in Nutshell CRM. Searches contacts, accounts, leads, and other entities simultaneously. Returns lightweight stub results for fast performance.

find_contacts

Find Contacts

Search and list contacts in Nutshell CRM. Supports pagination, sorting, and filtering. Use this to find contacts by various criteria or to list all contacts.

get_timeline

Get Timeline

Retrieve the timeline of interactions and changes for a contact, account, or lead in Nutshell CRM. Shows the history of activities, notes, and modifications.

create_lead

Create Lead

Create a new lead (sales opportunity) in Nutshell CRM. Leads can be associated with contacts and accounts. The default sales process may start automations. Supports setting value, confidence, and custom fields.

get_contact

Get Contact

Retrieve a contact (person) by ID from Nutshell CRM. Returns full contact details including emails, phones, associated accounts, and custom fields.

get_account

Get Account

Retrieve an account (company) by ID from Nutshell CRM. Returns full account details including contacts, leads, URLs, and custom fields.

list_users_teams

List Users & Teams

List users and/or teams in Nutshell CRM. Use this to discover available assignees for leads, tasks, and activities.

update_contact

Update Contact

Update an existing contact in Nutshell CRM. Provide the contact ID and the fields to update. The current revision is fetched automatically for concurrency control.

create_contact

Create Contact

Create a new contact (person) in Nutshell CRM. Contacts can be associated with accounts and leads. Supports email addresses, phone numbers, addresses, and custom fields.

get_lead

Get Lead

Retrieve a lead (sales opportunity) by ID from Nutshell CRM. Returns full lead details including status, value, associated contacts, accounts, products, stage, and custom fields.

update_lead

Update Lead

Update an existing lead in Nutshell CRM. Supports changing status, value, confidence, stage, assignee, contacts, accounts, and custom fields. Can be used to move leads between stages or mark outcomes.

find_accounts

Find Accounts

Search and list accounts (companies) in Nutshell CRM. Supports pagination, sorting, and filtering.

list_activity_types

List Activity Types

List all available activity types in Nutshell CRM (e.g., Call, Meeting, Email). Use this to discover activity type IDs for creating activities.

find_activities

Find Activities

Search and list activities in Nutshell CRM. Activities represent logged interactions such as calls, meetings, and emails.

add_note

Add Note

Add a note to a contact, account, or lead in Nutshell CRM. Notes are used to record important information and interactions.

create_task

Create Task

Create a new task in Nutshell CRM for tracking follow-ups and action items. Tasks can be assigned to users and associated with leads.

list_sources

List Sources

List lead sources in Nutshell CRM. Sources identify where leads originate from (e.g., referral, website, trade show).

list_pipelines_stages

List Pipelines & Stages

List a page of pipelines, stages, and closing outcomes in Nutshell CRM. Discover stage IDs and outcome IDs before updating a lead.

create_activity

Create Activity

Log a new activity (call, meeting, email, etc.) in Nutshell CRM. Activities can be associated with leads and participants to track interactions.

get_current_user

Get Current User

Identify the authenticated Nutshell user and CRM instance. API key impersonation settings determine the effective user.

get_record

Get Record

Retrieve an activity, task, or note by API ID, including its exact current revision and related record identifiers.

list_custom_fields

List Custom Fields

Discover custom-field definitions applicable to contacts, accounts, or leads through the current REST API. Existing CRM tools use field names as keys, rather than REST field IDs. Lead attribution identifiers are excluded.

delete_record

Delete Record

Delete one contact, account, lead, activity, task, or note using the exact current revision. This can remove related CRM data; verify the target and ownership first.

Connect Nutshell to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Nutshell in Metorial. In your Metorial portal, enable the Nutshell MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Nutshell tools.

Run Nutshell through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Nutshell and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Nutshell tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Nutshell

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Nutshell

Manage Nutshell CRM contacts, companies, leads, activities, tasks, and notes. Discover the authenticated user, pipelines, stages, users, teams, products, sources, activity types, and custom fields. Search CRM records and read interaction timelines. Update records and delete selected records with revision checking.

Frequently asked questions

Common questions about connecting Nutshell to AI agents with Metorial.

  1. How many tools does the Nutshell MCP server have?
    The Nutshell MCP server exposes 27 tools, including Find Leads, Update Account, List Products. Each one is governed and traced through Metorial.
  2. Nutshell exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Nutshell MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Nutshell and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Nutshell MCP server yourself or use the hosted gateway.

Connect Nutshell to production AI agents

See how Metorial gives your team governed access to Nutshell, with tracing and security controls built in.